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Chen Li: 60-70% of AI use cases do not need frontier models

Chen Li · Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea · Dec 29, 2025 · at 38:20

WndrCo co-founder Chen Li discusses AI evaluation and argues that product workflow and last-mile context matter more than continually upgrading to frontier models.

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“I don't think, I don't know, is it 60, 70% of those use cases actually require frontier models? I think you can, again, freeze the model, and it's the ingenuity, the last mile that, that's actually what's going to create a magical product.”

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Chen Li Dec 29, 2025 ▶ 2:40 Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
Disclosure
WndrCo allocates $50M-$75M per studio build and $5M-$15M for venture checks
“So we have our core fund that will do both builds and invest in venture companies. Builds will do about one a year and we'll put 50, seventy-five million dollars in those builds. We take quite a bit of ownership in the early days because frankly, it's our swea…”
Chen Li Dec 29, 2025 ▶ 41:01 Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
Disclosure
WndrCo operates a $50M seed fund writing $500K non-lead checks
“It's a fifty million dollar fund. We're typically investing 500,000 dollars, which means we're not leading. We are participating alongside other great seed investors, many of whom we've known and worked with for 1015 years, 20 years.”
Chen Li Dec 29, 2025 ▶ 42:00 Jeffrey Katzenberg's $2.8 Billion Fund · Sourcery with Molly O'Shea
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